Below you will find a list of some of the financial services that we provide to ministries. If you have any questions, please contact us.

  • Clergy & Staff Compensation Package Design, Audit & Review
  • Church / Ministry Employee Benefits Package Design, Audit, & Review
  • Estate Planning, Christian Wills, Charitable Gift Planning Services
  • Church / Ministry Mortgage Loans (Corporate and Personal)
  • Church / Ministry Retirement Planning Services
  • Legacy Plans (Key Employee Debt Elimination)
  • Church / Ministry IRS Compliance Audit & Review
  • Church / Ministry Risk Management Services
  • Senior Advantage Educational Seminars
  • Church / Ministry Mortgage Refinance
  • Personal Mortgages / Personal Refinance / Ministry Payroll & Tax Services



  •  Group Medical, Group Dental, Group Disability and Group Life insurance
  • Senior Advantage Products (Medicare , Medicare Advantage, Long Term Care, Final Expense, SAFE money solutions, CD alternatives)
  • Retirement Plans (IRA’ Roth IRA’s 403(b) 401-k, SIMPLE or SEP’s)
  • Group or Individual International Medical Travel Insurance
  • Individual Medical, Dental, Disability or Life Insurance
  • Group Medical, Dental, Disability or Life Insurance



We offer a wide variety of services for individuals and families ! Please contact us and let us know how we can help you design a financial Road Map that will give you or your family the individual peace of mind you seek!

It’s really quite simple… We help you chart your course toward a more secure future!

Like the wind, financial needs and situations shift as your journey thru life progresses. Reaching your final destination requires strong navigational skills. Our goal is to help guide you toward the final destination you desire.

Charting any financial course can be confusing! Our proven professionals have the knowledge and experience to help minimize confusion. Our team exhibits the strength of character, integrity and dependability our clients deserve. We expect the same from the trusted business partners we have personally selected to represent us listed below to assist us and you reach your goals.

Your financial success is our primary goal. Whether your objective is assuring your family’s financial security with medical, dental, disability, life insurance, or providing for the continuation and future success of your ministry or business in the event of your unforeseen disability or death, or building toward your retirement years as well, we can create a financial roadmap for your personal and/or your ministry/business needs.


To help you on your Financial Journey, please utilize these links below:
-Financial Concepts

-Business Concepts

Page 7 of 8